Portfolio Management Services (PMS)Compare Schemes
Equentis Multi-Cap Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Equentis Multi-Cap Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
5.72%
6 Months
6.49%
23.48%
1 Year
7.74%
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
3.50%
18.98%
Fund Age
18 mo
16 yrs 6 mo
AUM
₹90.44 Cr
₹1,885.18 Cr
Alpha – 1 Year
8.09%
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
16.04%
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
0.97
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.21
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−13.86%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 40% · M 23% · S 27%
L 40% · M 32% · S 24%
Number of Stocks
110
28
Portfolio P/E
36.94
45.86
Top 5 Holdings
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%